+1,747.8%
PLD vs TROW
+1,327.5%
+420.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.2% |
| 7D | -2.4% | -1.3% | -1.1% | -1.8% |
| 30D | -2.4% | -4.5% | +2.1% | -0.2% |
| 3M | -3.8% | +3.9% | -7.7% | -6.0% |
| 6M | 0.0% | +22.6% | -22.5% | -10.0% |
| YTD | +9.2% | +10.1% | -0.9% | +2.9% |
| 1Y | +25.9% | +3.6% | +22.3% | +21.8% |
| 3Y | +21.3% | +12.4% | +8.9% | +11.2% |
| 5Y | +14.1% | -37.5% | +51.6% | +34.1% |
| 10Y | +237.9% | +130.0% | +107.9% | +95.9% |
| All | +1,747.8% | +1,327.5% | +420.3% | +620.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TROW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling